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Senior Analyst- Global Finance - Asset Management - EMEA Client, Fund & Regulatory Reporting

Req #: 170105507
Location: Mumbai, MH, IN
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 20000 Indian Rupee (INR)

J.P. Morgan Asset and Wealth Management is a leading investment and wealth manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

 

·         Clear focus on managing client assets and delivering strong risk-adjusted returns.

·         More than 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity

·         Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan

 

The European Fund & Client Reporting Teams forms part of the Global Investment Management Client Service & Business Platforms (CS & BP) group within JPMorgan Asset Management. The Team supports the European Sales and Marketing teams, Client Account Managers and Products teams in delivering first class service to our clients. Team is responsible for providing Reporting and Client service supports across all product groups and strategies for EMEA Institutional investors and funds

  • Prepare and deliver all assigned manual and automated client & fund fact reports and factsheets and other assigned tasks with highest accuracy and in timely manner through the use of reporting tools and procedures
  • Respond to ad-hocs & client queries, prepare the fund reports and other custom reports as assigned
  • Liaise with various groups like client portfolio managers, client account managers, sales teams and technology partners to gather required information or respond to queries
  • Maintain group mailbox, trackers and assist with MIS reporting
  • Ability to communicate in a clear, concise and efficient manner with multiple teams
  • Assisting other team members with various tasks, including reviews of the tasks completed; provide training to junior colleagues
  • Assisting the team in maintaining existing reporting procedures, tools and workflows necessary to facilitate the process
  • Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues
  • Support all aspects improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures
  • Perform UAT testing for any of the new enchantments and work on the project cycle
  • Monthly oversight on output data and follow up on exceptions with various teams for resolving them.

Qualifications and skills

Education

  • Graduate with 4-5 year of experience / Post graduate with 2-3 year of experience
  • CFA level 1 could be a distinct advantage

 

Industry / Product / Process

  • Understanding of the asset management business, various asset classes and investment products is desirable
  • Ability to quickly gain broad knowledge of the range of assigned JPMAM investment products, in order to succeed in the role
  • Financial market awareness and understanding of basic financial concepts
  • Knowledge on Solvency II, PRIIP, MIFID II regulations is preferable


Risk, Controls, Governance

  • Outstanding accuracy and attention to detail
  • Awareness of business risk and compliance procedures
  • Ability to simultaneously manage competing priorities, including immediate, short-term
  • Confidence to work directly with stakeholders at all levels, both to ensure their reporting needs are met, and to partner with them to agree priorities and deadlines
  • Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
  • Ability to work/investigate with large excel data

 

Technical / Functional Skillset

  • Microsoft Excel, PowerPoint, Word, Adobe Acrobat and Outlook skills (intermediate/advanced);
  • Excellent communication skills, both verbal and written; excellent writing skills in English
  • Outstanding numeracy/quantitative skills
  • Interest in the presentation and customization of completed documents

 

Soft Skills

  • Organization, prioritization and multi-tasking skills
  • Ability to communicate in a clear, concise and efficient manner
  • Strong work ethic and positive attitude
  • Ability to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working styles
  • Need to be creative, flexible
  • Self-starter and motivated, able to prioritize key tasks effectively
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